Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Jude Kearney has been a registered investment advisor since 1993, having held several positions with organizations like Pruco Securities Corporation, CCO Investment Services Corp., and Invest Financial Corporation. Stephen is currently employed by LPL Financial LLC, a firm with a significant footprint in the financial services industry. Stephen has a wide range of professional experience across various roles, from insurance sales and portfolio management to business development and command and control within the U.S. Army Reserve. Stephen is committed to providing financial guidance and solutions to individuals, families, and businesses, leveraging his years of experience to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
08/11/2017 - Present
LPL Financial LLC (ROCKLAND MA)
MA
10/03/2003 - 04/25/2006
CCO INVESTMENT SERVICES CORP. (QUINCY MA)
SC
01/03/2001 - 08/26/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
WI
09/15/1999 - 12/31/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
09/22/1997 - 02/19/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
06/26/1989 - 02/13/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/26/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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